Kay is both exceedingly professional and personable. Her vast expertise and sound, clear advice have been invaluable. She has always put our interests first and efficiently carried out all agreed actions and responded with the utmost promptness to any question or query we may have had. We cannot ...

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Spencer has always been 110% supportive and helped me through the complexities of investment. He always discusses our plans together. I would highly recommend Spencer to anyone. He is kind, patient and extremely knowledgeable.

Exceptional financial advisers! After interviewing seven others, their reputation and expertise stood out. They thoroughly explored pension transfer options, clearly communicated fees, and provided ongoing support. Spencer is personable, approachable, and offers tailored solutions with a personal...

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Spencer has given exceptional advice and support and I would not hesitate to recommend his services.

I have always found Kay to be extremely professional and personable when sharing her expertise and financial advice. The advice is always thoughtful and personalised to your requirements and wishes. I would not hesitate in recommending Kay to others.

I have known Spencer for 18 years. He has always given me and my family secure excellent financial advice. It is a delight to see him twice annually for reviews, or more frequently in challenging times, such as moving house, bereavement. I have recommend his services to friends.

When our original St. James's Place Partner retired, we were apprehensive & his replacement – needlessly! Spencer has provided to be excellent in giving good, helpful advice in an easy and understandable manner. We have already recommended to others and will continue to do so (if asked) with ...

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The sound and trustworthy service and advice Spencer has provided has been exceptional. Exceedingly professional and personable he provides clear guidance, tailored to our specific needs. Hugely knowledgeable in his field and of world markets the discussions we have, both of current and potential...

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Kay is both exceedingly professional and personable. Her vast expertise and sound, clear advice have been invaluable. She has always put our interests first and efficiently carried out all agreed actions and responded with the utmost promptness to any question or query we may have had. We cannot ...

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